How can I specify the eSignature Attestation for my Staff Action Plan approvals

Depending on the program, the attestations for the approvers of Staff Action Plans may may be different. For example, some might require users to re-enter their login and password, while others may just require someone to check a box acknowledging they approve the plan, because they are already logged in. In addition, the attestation text might also be different. (It is recommended that you check with your Auditors to see what is best for your organization.)

To create the attestation for Staff Action Plan approvals, please do the following:

• Navigate to Programs
• Locate your program and open it by clicking on it's ProgramID
• Select the Edit Mode
• Select the Pogram Operations tab
• Under the Data Collection Options, look for the ESignature Mode (used for how someone can enter their approval) and the ESignature Attestation (used to display your particular attestation text)

ESignature Mode

• Click on the drop-down list and choose which method of approval is required for your plan:

Active User Credentials - this allows the user to approve the plan using by just clicking on the 'sign' button and confirming the attestation text. The system uses their current login and password for this - the individual does not have to re-enter them into the system in order to provide their signature stating they approve the plan.

Login and Password - When this ESignature Mode is selected, when the user clicks on 'sign', they must re-enter their Login email address and their Login password. They system will then validate them with their account login settings and if validated, will then display the attestation text for them to confirm and provide their signature stating they approve the plan.

Password Only - This approval signature method only requires that once a logged in user clicks on 'sign' they are only required to re-enter their password before they get the attestation text for them to confirm and provide their signature stating they approve the plan.

ESignature Attestation

The ESignature Attestation is where you enter in the attestation text. This text displays after an approver has successfully clicked on sign.

• Click on 'ESignature Attestation: Set'

A page will open where you can enter your Attestation text:

Enter your desired text and click on Save.

Once you are done with making your Attestation entries, click on Save so the changes you made to your program get Saved.